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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,065 hedge funds and large institutions have $54.4B invested in Berkshire Hathaway Class A in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 69 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.8%
Holding in Top 10
122
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.61%
% of All Funds
1.92%
New
54
Increased
69
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$777M
2
Renaissance Technologies
Renaissance Technologies
New York
+$316M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$68.1M
4
CHP
Cable Hill Partners
Oregon
+$66.3M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$36.2M

Top Sellers

1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.64B
2
EWA
EP Wealth Advisors
California
-$1.57B
3
First Manhattan
First Manhattan
New York
-$790M
4
Norges Bank
Norges Bank
Norway
-$239M
5
FAG
Financial Advisory Group
Texas
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$9.84M – – –
PK
227
Pflug Koory
Nebraska
$9.84M – – –
T. Rowe Price Associates
228
T. Rowe Price Associates
Maryland
$9.32M -$518K -1 -5%
AAM
229
AR Asset Management
California
$9.32M – – –
AWS
230
Atria Wealth Solutions
New York
$9.32M – – –
AMCA
231
Arthur M. Cohen & Associates
Illinois
$9.32M – – –
Connor, Clark & Lunn Investment Management (CC&L)
232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.32M – – –
WF
233
WoodTrust Financial
Wisconsin
$8.8M – – –
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$8.8M +$518K +1 +6%
GD
235
Grandfield & Dodd
New York
$8.8M -$1.55M -3 -15%
Luther King Capital Management (LKCM)
236
Luther King Capital Management (LKCM)
Texas
$8.8M -$518K -1 -6%
WCM
237
Wallace Capital Management
Texas
$8.8M – – –
MWM
238
Modera Wealth Management
New Jersey
$8.8M – – –
HCM
239
Howland Capital Management
Massachusetts
$8.8M – – –
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$8.8M +$2.07M +4 +31%
KFGK
241
Keystone Financial Group (Kentucky)
Kentucky
$8.8M +$8.8M +17 New
DWP
242
Destiny Wealth Partners
Florida
$8.44M – – –
Cerity Partners
243
Cerity Partners
New York
$8.29M +$2.07M +4 +33%
SBH
244
Segall Bryant & Hamill
Illinois
$8.28M – – –
CAM
245
CPA Asset Management
Florida
$8.28M – – –
GFPC
246
Global Financial Private Client
Florida
$7.79M – – –
FC
247
Fiduciary Counselling
Minnesota
$7.77M -$10.9M -21 -58%
ESB
248
Essex Savings Bank
Connecticut
$7.77M -$1.04M -2 -12%
GAM
249
Griffin Asset Management
New York
$7.77M – – –
MJP
250
Michael J. Puzo
$7.77M – – –
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